Financial Services
Comprehensive Financial Advisory Services In Chicago, Illinois
Leading Edge Wealth Management is an independent financial services firm based outside of Chicago Illinois that serves individuals, families, and business clients in the Chicago metro area and throughout the U.S.
Our Financial Advisory Services
We provide a wide range of financial advisory services including:
- Wealth Management
- Retirement Accumulation and Withdrawal
- College Planning
- Management of Trust Assets
- Personal Financial Planning
- Business Financial Planning
- Estate Planning and Charitable Gifting Strategies
- Investment, Insurance, and Annuity Analysis
- Divorce Financial Planning
- Social Security Planning
Our Business Financial Services
Business Retirement Plans
401(k) and 403(b) Business Retirement Plans
- Managing Retirement Income Cash Flow
- Plan Design
- Benchmarking
- Fiduciary Compliance
- Employee Communication & Education
- Business Owners Retirement and Benefit Planning
Looking for financial advisory services in the Chicago area?
We’ve helped many individuals, families, and businesses take control of their financial future. Let us help you too. If you live in the Chicago, IL area, schedule an appointment to meet in our office. If you live elsewhere in the country, as do many of our clients, we have the technology to serve you no matter where you live. Contact us today.
